Customers

Do you have returning customers who order from you more often? In Picqer you can easily view all orders, backorders, and open pick lists per customer. You can also record other customer-specific data such as notes and discounts on the customer. Picqer automatically takes this into account when the customer places an order.

How do you create a customer?

A customer can be created in several ways: You can manually create customers or import them in bulk from Excel. Customers are also automatically created when orders are imported from your connected store. When the order comes in, we check whether we have already imported an order for this customer before. If we don't know the customer yet, we automatically create a new customer.

What data and settings can you record per customer?

In addition to contact and address details, you can also record other information and settings on the customer. Want to store even more information? You can create extra customer fields yourself via Settings > Customer fields.

Preferred language

The customer's preferred language. You can choose between Dutch or English. In the customer portal we take the customer's preferred language into account.

Discount

The discount you set on the customer is applied by default to all orders from this customer.

Default template

Choose a template that you want to apply to all orders from this customer. With this you can override the template that is selected by default.

Price lists

After you have created a price list, it can be selected on the customer. If the customer then orders a product for which a separate price has been set in that price list, Picqer will automatically use that price. This applies to orders created via the customer portal or manually in Picqer.

AutoSplit

With this setting you can override the default AutoSplit setting for this customer. We apply this to orders created via the customer portal and manually in Picqer.

Calculate VAT

This indicates whether VAT should be calculated. We apply this to all orders from this customer.

VAT number

The customer's VAT number.

Notes

Your notes about this customer. This note is also visible to other users within your account.

Default order notes

These notes are automatically added to every order from this customer.

Import customers from Excel

You can import or update customers in bulk with an Excel sheet. Only the customer's name is enough to create a new customer.

When importing, you indicate whether you want to supplement or ignore duplicate customers. A duplicate customer is a customer whose customer number in the Excel sheet matches the customer number in Picqer. If you do not use customer numbers, Picqer will always treat every row in the Excel sheet as a new customer.

Which data do we copy from the store?

When we import a customer based on a store order, we always copy the name, contact person, email address, shipping address, and billing address from the store.

For some stores we also copy the preferred language, phone number, VAT number, notes, and the setting to calculate VAT. This differs per store.

What can you do with customer IDs?

You can assign your own customer ID to a customer. A customer ID makes the customer unique. If you use an import file to import customers in bulk, Picqer knows through the customer ID that a customer already exists and whether data on the customer needs to be updated. In addition, working with customer IDs is useful, for example, if you also use the same customers in other systems that you have connected to Picqer. That way, in the integration between both systems you can prevent duplicate customers from being created.